To add a new widget to your dashboard, start by navigating to the Dashboard page. In the top-right corner, click the + Add Widget button.

This will open the Widgets Center, where you can browse all available widgets. Select the widget you want to add to your dashboard.

If the widget includes configurable options, adjust its settings according to your needs. Once everything is set up, click Add, and the widget will appear on your dashboard.

The Metrics widget provides a high-level overview of key financial KPIs for selected projects. It typically displays Revised Contract Value, Revised Costs, Gross Profit, Gross Margin, and Cost to Complete.

1) At the top of the configuration panel, you can select a Project View.Project Views determine which projects are included in calculations. Examples:

Instead of selecting projects manually, you can create saved filters (Project Views) and use them in widgets.
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2) On the right side of the configuration panel, metrics are divided into two sections:

You can move items between these sections by checking or unchecking them.

This widget is ideal for executives and project managers who need a quick snapshot of overall financial performance and profitability.

The Bills Summary widget gives you a quick overview of all vendor bills, grouped by status. You can see totals for Draft, Approved, Paid, and Overdue bills at a glance, with color indicators to make each status easy to spot.

It uses a pie chart visualization to represent distribution by status.

You can:

This widget is best used for monitoring accounts payable and keeping track of outstanding vendor obligations.

The Client Invoices Summary widget gives an overview of outgoing client invoices grouped by status. It includes Draft, Pending, Approved, and Paid invoices.

Each status is color-coded for visual clarity, and a legend below the chart displays the total monetary value for each category.

This widget is especially useful for tracking revenue flow and understanding where invoices stand in the billing cycle.

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The Change Orders Summary widget displays all change orders categorized by status, such as Draft, Pending, Approved, and Rejected.

It helps teams monitor project scope adjustments and quickly identify approval delays that may impact timelines or budgets.

This widget provides a status-based overview of Purchase Orders and Subcontracts. It includes Draft, Approved, Pending, and Closed records.

Records can be grouped into the following statuses:

Each status is color-coded, and the legend below the chart displays the total monetary value for each category.

It is primarily used for procurement tracking and managing vendor or subcontractor agreements at a glance.

The Projects widget provides a structured list view of projects, allowing you to monitor key project data directly from your dashboard.

Unlike Summary widgets, this widget displays individual project records in a table format rather than aggregated totals.

The widget allows you to customize visible columns.

From the column selector panel, you can Enable or disable specific columns

It is useful for quickly accessing active jobs and maintaining an executive-level overview of project portfolios.

The Bills widget provides a detailed list of vendor bills. Each entry typically includes the Bill ID, Vendor name, Amount, and Status and etc.z

The exact columns displayed can be customized in the widget settings.

Using the column selector panel, you can:

This widget is designed for more granular accounts payable monitoring beyond summary totals.

The Client Invoices widget displays individual client invoices along with their current status. It includes Invoice ID, Client name, Amount, and Status indicators and etc.

Using the column selector panel, you can:

This widget is particularly helpful for revenue tracking and identifying unpaid invoices that require follow-up.

The Change Orders widget lists detailed change order entries. It includes Change Order ID, Description, Amount, and Status.

Only change orders associated with projects in the selected view will appear in the widget.

It allows project managers to monitor scope changes and financial impacts at a detailed level.

This widget lists individual Purchase Orders and Subcontracts, displaying Vendor or Subcontractor name, Amount, and Status.

Using the column selector panel, you can:

It supports procurement workflow management and ensures clear visibility into vendor commitments.

The Daily Log widget displays site activity in a calendar-style layout. It includes assigned team members, logged activities, and date-based entries.
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At the top of the widget configuration, you can filter logs using:

These filters allow you to narrow down activity records.

Using the column selector panel, you can:

It is particularly useful for improving field visibility and tracking on-site progress.

The Timesheets widget shows employee time entries, including employee name, hours logged, date, and associated project.

Using the column selector panel, you can:

It supports payroll preparation and helps monitor labor costs across projects.

The To-Dos widget provides a task management overview. It displays task name, assigned user, due date, and completion status.

This widget helps teams stay aligned and ensures deliverables are completed on time.

The RFIs widget displays Requests for Information. It includes RFI ID, assigned user, related project, and current status (such as Draft or Closed).

It helps streamline communication and manage technical clarifications efficiently.

The Files widget provides quick access to uploaded project documents. It includes file previews, recently uploaded documents, and visual thumbnails.

It is useful for quickly accessing drawings, contracts, and important project documentation without navigating to the full Files module.

The same widget functionality available on the main Dashboard page is also available inside each individual project.
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You can add and configure widgets directly within: Project → Overview

This allows you to build a project-specific dashboard tailored to a single job instead of your entire company.

The key difference is scope: